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Stockman Bank of Montana COMMERCIAL LOAN ASSISTANT in Helena, Montana


Our people, philosophy and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth and job satisfaction.

Position General Responsibilities:

This position will assist the Commercial Lending Officers. It is accountable for loan processing and for relieving the officers of administrative detail, including tickler file and other varied secretarial and clerical duties as may be designated.

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications

  1. High School/GED

    1. Excellent customer service skills.

    2. Strong communication and organizational skills.

    3. Must be able to work independently and to prioritize multiple tasks.

    Preferred Skills

    1. 3 years of previous loan processing experience as a commercial or consumer loan assistant.

    Position Specific Responsibilities, Duties and Competencies

    Specific Responsibilities and Duties:

    Loan Processing:

    a. Preparation and processing of credit documents.

    b. Modification of notes and extensions.

    c. Commitment letters/letters of credit.

    d. Disburse loans.

    e. UCC-l-filing & tracking.

    Credit Support:

  • Pulling credit reports.

  • Filing /Correspondence/Photocopying.

  • Build/Maintain files.

  • Process paid and renewed notes.

  • Receive and make loan advance requests.

  • Receive and make payments/corrections.

  • Monitor lien filings.

  • Preparation and storage of closed & purged files.

  • Maintain Tickler File.

  • Prepare comments for loan files; adverse actions letters.

  • Correspondence related to documentation of loan files.

    Miscellaneous Duties:

  • Notary Public.

  • Secretarial Support.

  • Greet and assist customers.

  • Answer phones, takes messages and assist with general account information.

  • Other duties as may be assigned.

    Sales/Public Relations:

  • Promote the improvement of Stockman Bank through quality customer service, promotion of products, professionalism in conduct and diligent work ethic.

  • Greet all customers pleasantly and make them feel welcome and comfortable.

  • Handles transaction quickly and professionally.

  • Effectively handles customer questions and problems.

  • Uses effective listening and observing skills to help identify and resolves customer needs.

  • Spot sales opportunities and refer business consistently.

  • Cross-sell other services whenever the opportunity arises.

  • Keep up to date on pricing and products.

  • Relay customer comments and or complaints to the Operations Officer immediately.

    Federal Regulations:

    a. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E and Bank Security.

    Physical and Mental Demands (The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

    Occasionally = 0-33% of shift Frequently = 34-66% of shift Constantly = 67-100% of shift

    1. Constant lifting/carrying up to 10 lbs. with frequent lifting/carrying up to 25 lbs. Constantly required to hear, talk, write, read, keyboard/computer entry, reach, stretch, work under time constraints with needed ability for task management flexibility and to perform routine duties with attention for details. Constant abilities used/required on the job are mathematics, memory, reasoning, estimating, problem-solving and exercising judgment.

    2. Frequently stand, walk or sit, while requiring oral and written communications with customers and transactions with guidance available.

    3. Occasionally stoop, kneel, crouch or crawl.

    4. Infrequently climb (up ladders, etc.), balance (to reach items) or drive a car.

    5. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

    Work Environment (The work environment characteristics described here are representative of those an employee will encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

    1. Constantly works with others, around others and with customers and the public. Constantly works indoors, in confined areas and is exposed to the risk of electrical shock.

    2. Frequently works around noise (moderate level). The employee must have the ability to focus on tasks and customers while hearing teller machines (of other tellers), conversations of others, coin sorter, music, phones, etc., in a confined area.

    3. Infrequently the employee works alone and also works near moving objects. The employee is also infrequently exposed to outdoor weather conditions.

Company Functions and Expectations:

Technical Knowledge

Has the technical knowledge and analytical skills to fulfill job duties in a positive manner. Keeps abreast of new and changing developments in industry/field especially as it pertains to the individual’s position. Has the ability to analyze situation and react accordingly.


Expresses information/thoughts clearly and concisely in both written and verbal form. Keeps communication channels open with subordinates and supervisors. Responds promptly to calls or inquiries in a courteous and professional manner. Communication is effective and efficient.


Establishes priorities, sets goals and meets deadlines in an accurate and efficient manner. Organizes overall workflow and working area. Quickly identifies problems, makes timely decisions and notifies affected personnel. Plans effectively to ensure timely completion of duties.

Team Work/Professionalism

Is willing to assist others to ensure deadlines are met. Provides assistance to less experienced personnel when needed. Informs appropriate personnel of significant issues in a timely manner. Works well in group environment and with supervisor.

Models professionalism by addressing others with appropriate actions and appearance within professional boundaries.

Customer Service Culture

Employees will strive for outstanding, professional and courteous service to our customers and anyone who visits our facility